First Trust Indxx Innovative Transaction & Process ETF (LEGR)
LEGR is a passive ETF by First Trust tracking the investment results of the Indxx Blockchain Index. LEGR launched on Jan 24, 2018 and has a 0.65% expense ratio.
ETF Info
| ISIN | US33741X2018 |
|---|---|
| CUSIP | 33741X201 |
| Issuer | First Trust |
| Inception Date | Jan 24, 2018 |
| Region | Developed Markets (Broad) |
| Category | Large Cap Blend Equities, Blockchain |
| Index Tracked | Indxx Blockchain Index |
| ETF Home Page | www.ftportfolios.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The First Trust Indxx Innovative Transaction & Process ETF has a high expense ratio of 0.65%, indicating higher-than-average management fees.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in First Trust Indxx Innovative Transaction & Process ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: LEGR vs. BLOK
Return
First Trust Indxx Innovative Transaction & Process ETF had a return of 10.55% year-to-date (YTD) and 3.83% in the last 12 months. Over the past 10 years, First Trust Indxx Innovative Transaction & Process ETF had an annualized return of 6.18%, while the S&P 500 had an annualized return of 7.99%, indicating that First Trust Indxx Innovative Transaction & Process ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | 2.41% | 5.45% |
| Year-To-Date | 10.55% | 11.53% |
| 6 months | 5.97% | 5.17% |
| 1 year | 3.83% | 4.23% |
| 5 years (annualized) | 6.69% | 9.30% |
| 10 years (annualized) | 6.18% | 7.99% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 9.81% | -2.71% | 2.36% | 0.11% | -0.96% | |||||||
| 2022 | 12.69% | -4.28% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx Innovative Transaction & Process ETF (LEGR) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
LEGR First Trust Indxx Innovative Transaction & Process ETF | 0.22 | ||||
^GSPC S&P 500 | 0.21 |
Dividend History
First Trust Indxx Innovative Transaction & Process ETF granted a 2.69% dividend yield in the last twelve months. The annual payout for that period amounted to $1.02 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|
| Dividend | $1.02 | $0.91 | $0.78 | $0.36 | $0.65 | $0.33 |
Dividend yield | 2.69% | 2.65% | 1.86% | 0.99% | 2.17% | 1.41% |
Monthly Dividends
The table displays the monthly dividend distributions for First Trust Indxx Innovative Transaction & Process ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | |||||||
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.32 |
| 2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.11 |
| 2018 | $0.01 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the First Trust Indxx Innovative Transaction & Process ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the First Trust Indxx Innovative Transaction & Process ETF is 36.12%, recorded on Mar 16, 2020. It took 166 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.12% | Feb 13, 2020 | 22 | Mar 16, 2020 | 166 | Nov 9, 2020 | 188 |
| -31.45% | Jan 13, 2022 | 187 | Oct 11, 2022 | — | — | — |
| -19.98% | Sep 26, 2018 | 62 | Dec 24, 2018 | 78 | Apr 17, 2019 | 140 |
| -11.2% | Jan 30, 2018 | 8 | Feb 8, 2018 | 140 | Aug 29, 2018 | 148 |
| -8.58% | Jul 25, 2019 | 16 | Aug 15, 2019 | 57 | Nov 5, 2019 | 73 |
Volatility Chart
The current First Trust Indxx Innovative Transaction & Process ETF volatility is 4.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.